Werlinich Asset Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Werlinich Asset Management, L.L.C. provides discretionary investment management primarily to individuals, personal trusts and charitable foundations and also offers financial planning consultations covering income and estate tax planning, retirement and college planning and insurance analysis. The firm works with both high-net-worth and non-HNW individual clients and develops personalized investment policies through direct client discussions.
Investment strategy is centered on a top‑down sector-rotation approach, with portfolios generally built from individual equities and a limited number of ETFs rather than broad mutual fund lineups. The firm favors established, dividend‑paying companies alongside select growth technology stocks and emphasizes tax efficiency by holding securities for more than one year and trading infrequently to manage client tax outcomes.
What is distinctive is the firm’s scale relative to staffing: it manages roughly $209 million of discretionary assets with a single advisory principal, a level of AUM per advisor that is uncommon among similarly supported firms and supports a relatively small client roster. The firm also participates in an institutional custody and services program, conducts formal quarterly reviews with more frequent informal monitoring, and discloses that it may recommend private placements or have concurrent ownership/directorship interests in certain private investments.
Client services
Expertise
Fee options
Fixed fees ranging from $50 to $250 per month depending on account size tiers
$0 - $50,000: Fixed fee of $50.00 per month, billed quarterly $50,001 - $100,000: Fixed fee of $100.00 per month, billed quarterly $100,001 - $150,000: Fixed fee of $150.00 per month, billed quarterly $150,001 - $200,000: Fixed fee of $200.00 per month, billed quarterly $200,001 - $250,000: Fixed fee of $250.00 per month, billed quarterly $250,001 - $1,000,000: Annual fee of 1.125% of account value, with a minimum monthly fee of $250.00, billed quarterly $1,000,001 - $5,000,000: Annual fee of 1.00% of account value, with a minimum monthly fee of $950.00, billed quarterly $5,000,001+: Fee schedule available upon request
Standard consultation fee is $150 per hour
Account minimum: $1,000,000 (generally required for new Investment Management clients; may be negotiable) Minimum fee: Minimum monthly fees apply: $250/month for Silver Level; $950/month for Gold Level Fee-only: Fixed monthly fees according to asset tiers; hourly consulting fee $150/hour
Main office
Stamford CT
Advisors at this office
1
Most active in
Connecticut · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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